Client Associate — Elevate Client Experience in Finance (Medford)

D.A. Davidson Companies; Medford (OR); On-site; USD 40,000 - 70,000; Full time

Benefits offered by this job

Medical, Dental and Vision

Company 401(k) and ESOP contribution

Generous sick, vacation, and maternity

Paid holidays

Professional Development Opportunities

Tuition Reimbursement

Discounted personal insurance

Charitable gift-matching program

Job summary

D.A. Davidson Companies is seeking a Client Associate in Medford, OR to support Financial Professionals and deliver exceptional client service.

You will handle account maintenance, processing and regulatory communications, with opportunities to progress licensing exams and grow within a collaborative, client-focused environment. You will contribute to crafting financial plans, managing client communications, and facilitating transfers while upholding high standards of accuracy and ethics.

Qualifications

• Willingness to advance in financial services, including licensing exams.
• High school graduate; post-secondary ed preferred.
• Strong written and verbal communication and problem-solving skills.
• Attention to detail and accuracy with semi-advanced math.
• Ability to manage multiple priorities in a deadline-driven environment.

Responsibilities

• Provide extraordinarily professional and courteous client service managing client requests, account maintenance and effectively articulating certain requirements in a regulatory environment.
• Review, maintain and process account documents and information as well as solve complex issues and assignments related to client accounts and transactions including suspicious activity.
• Assist with crafting comprehensive financial plans for current and prospective clients.
• Assist in developing and implementing periodic client mailings, communications and events.
• Facilitate the transfer of client funds and/or securities and the issuance of checks upon request.
• Seek to innovate and streamline processes.
• Provide general support, including but not limited to phone, correspondence, appointments, filing and other projects as assigned.
• Adherence to all branch, firm and compliance policies, procedures, rules and regulations.
• Other projects and duties as assigned.

Skills

Client service

Communication

Detail oriented

Multi-tasking

Problem-solving

Tech literacy

Education

High school diploma

Post-secondary education or comparable experience preferred

Tools

Microsoft Word

Excel

Outlook

Job description

D.A. Davidson Companies is seeking a Client Associate in Medford, OR to support Financial Professionals and deliver exceptional client service.

You will handle account maintenance, processing and regulatory communications, with opportunities to progress licensing exams and grow within a collaborative, client-focused environment. You will contribute to crafting financial plans, managing client communications, and facilitating transfers while upholding high standards of accuracy and ethics.